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Microsoft CRM - City and State Populated by Zip Code

Microsoft CRM - City and State Populated by Zip Code

City and State Populated by Zip Code

Posted: 15 Apr 2005 11:13 AM PDT

Wow, this is very nice. Did you try or eard somebody try to integrate with MS
CRM?

Sylvie

"Matt Parks" wrote:
 

How many char in Activity

Posted: 15 Apr 2005 06:37 AM PDT

Thanks,

Sylvie

"Brett meyer" wrote:
 

Hide Sales/Service section

Posted: 15 Apr 2005 05:51 AM PDT

Maybe a silly question, but why have a Suite license if you don't want people
doing those actions? It's cheaper to just give that person a Sales or Service
license. Those tabs are tied directly to the licensing, so there isn't a
supported way to hide them.

Matt Parks
MVP - Microsoft CRM

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On Fri, 15 Apr 2005 05:51:11 -0700, "Mikkhail"
<microsoft.com> wrote:

Hi.
Is it possible to hide whole Sales (Service) section at the bottom of
application in CRM application using CRM Suite Proffesional license.
Thanks, M

Changing behavior for shared access to records on Reassign and BU

Posted: 14 Apr 2005 04:02 PM PDT

I agree with Dave on this. The implicit share leads to more problems since it
happens behind the scenes. The record is presumably being reassigned for a
reason. If the old user needs to have access, then they can always be granted a
share later.

I also like Dave's suggestion to have it be security based with a checkbox on
the Re-assign dialog. "Policy" could dictate the default setting of this
checkbox and security could determine whether the user can change it.

Matt Parks
MVP - Microsoft CRM

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On 15 Apr 2005 00:44:38 -0700, "Dave Carr (dave- no com"
<com> wrote:

Naveen,

Thanks for soliciting feedback. My favorite design principle is:
"When in doubt, let the user decide."

So, I would suggest that (a) either on that same form, or, after the
new user is selected, a check box be made available that enables the
user to share, or not share, the records about to be reassigned..

I suspect DBA's would appreciate it if this were also
(b) something they could set as a default or global setting: either
uncheck or check this box to share or not share, by default, and

(c) a role-based setting. In other words, make the ability to make
that decision part of a role, so that the DBA can give some users the
ability to make this decision, and override the default. Users without
this role simply get the default behavior.

A little more work on your part, but then you might be able to satisfy
all of the people all of the time...

But if I had to vote, share or not, I would vote not. The business
reason for changing assignment is typically either a replacement person
in that same job, or a reshuffling of territories. Either way, the old
person doesn't have the same responsibilities. Besides, sales people
don't typically like to share anything....

HTH, and thanks again for asking,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Introducing our newest software product...
VAST - an auditing solution for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com

Workflow Rule for activity history

Posted: 14 Apr 2005 01:23 PM PDT

Hi Dave,

Will discuss this option with my team and the client. Thanks for your info!

Shauna

"Dave Carr (dave- no com" wrote:
 

Popup Window blocked

Posted: 14 Apr 2005 09:03 AM PDT

I've seen the google pop-up blocker (toolbar) prevent CRM from working even
when the pop-up feature was disabled. I had to completely uninstall it before
CRM would load.
Sounds like you're getting further than that but maybe it's worth a shot to
remove google all together and see if it works.
Wouldn't be hard to re-install the tool bar later.

-Eric

"Dai" wrote:
 

Installing from another domain

Posted: 14 Apr 2005 05:59 AM PDT

Thanks, I'll try some more testing. Just wanted to be sure it should
work before putting too much time on this

Meta MSCRM merge publication?

Posted: 13 Apr 2005 01:50 AM PDT

No, it enables the process. Without the replication, you can't go offline.

Matt Parks
MVP - Microsoft CRM

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On Thu, 14 Apr 2005 09:52:15 +0200, "Oli" <yu> wrote:

OK thanks, so it should speed up the going offline process for the CRM
outlook clients?

--

Oliver Nikolic


"Peter Lynch" <com.SPAMFREE> wrote in message
news:O$phx.gbl... 

Postcallout not working on seperate SQL server?

Posted: 12 Apr 2005 04:53 PM PDT

Hi Kesh,

I'm checking in to see if there is anything else we can do for you on this
topic.
Please post again at your convenience and we will be here for you.

Have a great week!

Mike Christl

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

Edited templates is not visible

Posted: 12 Apr 2005 06:53 AM PDT

Thank you very much Daniel.

That did solve my problem.

Kind regards

Lars Buur
"Daniel Rodriguez" <microsoft.com> wrote in
message news:com... 
changes 
Manager. 
the 
all 
without 

StringMap and PickList

Posted: 11 Apr 2005 02:28 PM PDT

Prasad,

The problem here is that the Picklist values get "published" into the XSL that
is used to generate the forms. StringMap is only used for reports & populating
the "value" returned by the API calls. It is not used to build the form.

When you modify the forms, the changes are actually stored in a SQL table until
you "publish" at which time StringMap is updated based on the values in the
form.

Matt Parks
MVP - Microsoft CRM

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On Mon, 11 Apr 2005 14:28:01 -0700, Prasad <microsoft.com>
wrote:

Hi All,

I was wondering whether there is any way to populate the StringMap table
with data for a particular pick-list and then have this "entered" data show
up through GUI. This is what I have tried so far:

I wrote a query to add a row in the StringMap table. I knew the values for
ObjectTypeCode, AttributeName, AttributeValue, LangId, OrganizationId, Value,
and DisplayOrder columns and I generated a random value for rowguid column.
You might be wondering why I am not doing this using CRM Customization and
Deployment Manager. The reason is I have to do it dynamically.

Anyways, I could add a row but that data is not showing up through GUI. Also
when I tried to publish my changes using CRM Deployment Manager, the added
row got wiped out. I know that what I am doing is not logical but I don't
know what else to do.

Is there any method like StringMap.Create (similar to account.Create)? I
searched in CRM SDK but couldn't find it.

Any suggestions on how to achieve this?

Thanks,
Prasad

Custom fields in Email Templates

Posted: 11 Apr 2005 11:17 AM PDT

Just to add another Matt to the thread....

Have you re-started your Workflow service? The service caaches some of the
Metadata, so if the new fields were added after it cached the data, it won't
pull up the new fields.

Matt Parks
MVP - Microsoft CRM

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On Wed, 13 Apr 2005 07:15:02 -0700, MattNC <microsoft.com>
wrote:

I have done this many times with emails triggered by rules. If everything
seems to be set up correctly, but the data is not showing up in your
templates, it may be worth opening a support request with Microsoft Business
Solutions. They are very helpful and can usually get to the heart of the
problem pretty quickly.

Matt Wittemann
http://icu-mscrm.blogspot.com


"MattW" wrote:
 

recipient in email template of workflow manager

Posted: 11 Apr 2005 09:28 AM PDT

Thanks. This seems to be an acceptable workaround.

Crystal Reports Hyperlinks To CRM-Forms

Posted: 11 Apr 2005 08:39 AM PDT

at a guess you may be able to use crystal basic in the report to return the
server name. I have not got crystal here but this may be the wya to go then
of course you can dynamically build the url

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Stefan Rauchegger" <at> wrote in message
news:googlegroups.com... 

Can't add a product.

Posted: 08 Apr 2005 02:39 AM PDT

It means you have not been granted the necessary security privileges

Ask your system administrator to grant you them


"Neil Greene" <microsoft.com> wrote in message
news:com...